Baltimore, MD (January 24, 2024) — Venable LLP announced that David Rosen, Brian J. O'Connor, chair of the firm's Transactional Tax Group, and Christopher S. Davidson were named 2023 Bloomberg Tax Portfolio Authors of the Year for their work on Portfolio 880 T.M., Family Offices. Rosen is a CPA who served as lead author of the portfolio, with O'Connor and Davidson as co-authors.
The recognition honors the authors' work developing a comprehensive resource addressing the complex tax considerations involved in establishing and operating family offices, including income, estate, and gift taxes, charitable planning, and the taxation of investments held by family offices and related entities.
Rosen advises family offices, closely held businesses, real estate developers, and high-net-worth families on sophisticated tax planning and structuring. He previously practiced in Venable's Tax and Wealth Planning Group.
O'Connor advises publicly traded and closely held businesses, entrepreneurs, and high-net-worth individuals on sophisticated domestic and international tax matters. His practice encompasses partnerships, limited liability companies, joint ventures, corporations, and investment structures, as well as federal estate and gift tax planning.
Davidson advises clients on complex federal and state tax matters, with a focus on domestic and international taxation involving partnerships, limited liability companies, and corporations. He also counsels high-net-worth individuals and entrepreneurs on tax planning strategies, drawing on his experience in business taxation and private wealth planning.
The awards were presented during the 58th Annual Heckerling Institute on Estate Planning, held January 8–12, 2024, in Orlando, Florida.
For more information about the recognition, visit Bloomberg Tax's announcement.